As a financial professional, you are great with numbers, making it easy to advise others on making aligned decisions. Unfortunately, many of us don’t prioritize our own financial well-being while balancing our lifestyle goals. The fourth quarter is a perfect time to practice living in better balance as you increase your revenue while enjoying holiday festivities.
As the year progresses toward the filing of final extensions, you may feel the stress of your revenue gap increasing. If you're wondering how you can identify your revenue opportunities for Q4 and develop a plan of action to fill the revenue gap to end Q4 strong, this course is for you. In one hour, you will be shown a signature framework to bring in new revenue without overloading your calendar. For even more value, your 4th quarter actions can significantly reduce your 1st quarter stress and the ability to generate quick cash flow next tax season.
In our time together, we will guide you through a revenue-planning exercise and introduce you to a tool that makes filling the gap easier to visualize and achieve.
Learning Objectives:
Margin Multiplier
Co-Founder
[email protected]
(610) 415-0829
Christi Bender is a seasoned CPA actively delivering accounting services with a deep focus on tax and in the trenches with you. Christi's unique strength lies in her ability to motivate and bring clarity to your decision-making and serving as a catalyst for effective action. She is highly skilled in helping you identify the key areas that require your attention right now for optimal results.
Margin Multiplier
Co-Founder
[email protected]
(978) 570-8938
Kathryn Brown is a veteran business coach with a proven track record of working with accountants. Kathryn recognizes that accountants, by nature, are thorough, detail-oriented, and driven by a desire to understand the "how" before diving into action. She leverages this innate curiosity through tools and processes that align with your natural problem solving approach to help you transform your practice, redefining success on your own terms.